AAETX vs. ANWPX
Compare and contrast key facts about American Funds 2030 Target Date Retirement Fund (AAETX) and American Funds New Perspective Fund Class A (ANWPX).
AAETX is managed by American Funds. It was launched on Jan 31, 2007. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
AAETX vs. ANWPX - Performance Comparison
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AAETX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAETX American Funds 2030 Target Date Retirement Fund | -1.39% | 15.41% | 10.50% | 14.08% | -14.74% | 12.79% | 14.81% | 19.64% | -4.56% | 18.11% |
ANWPX American Funds New Perspective Fund Class A | -5.30% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
Returns By Period
In the year-to-date period, AAETX achieves a -1.39% return, which is significantly higher than ANWPX's -5.30% return. Over the past 10 years, AAETX has underperformed ANWPX with an annualized return of 8.52%, while ANWPX has yielded a comparatively higher 12.32% annualized return.
AAETX
- 1D
- 1.60%
- 1M
- -4.11%
- YTD
- -1.39%
- 6M
- 0.48%
- 1Y
- 12.43%
- 3Y*
- 11.17%
- 5Y*
- 5.88%
- 10Y*
- 8.52%
ANWPX
- 1D
- 3.10%
- 1M
- -6.93%
- YTD
- -5.30%
- 6M
- -3.65%
- 1Y
- 16.52%
- 3Y*
- 14.90%
- 5Y*
- 7.06%
- 10Y*
- 12.32%
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AAETX vs. ANWPX - Expense Ratio Comparison
AAETX has a 0.33% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
AAETX vs. ANWPX — Risk / Return Rank
AAETX
ANWPX
AAETX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2030 Target Date Retirement Fund (AAETX) and American Funds New Perspective Fund Class A (ANWPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AAETX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.01 | +0.40 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.55 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.21 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.42 | +0.56 |
Martin ratioReturn relative to average drawdown | 8.41 | 5.78 | +2.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAETX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.01 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.41 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.70 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.65 | -0.16 |
Correlation
The correlation between AAETX and ANWPX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AAETX vs. ANWPX - Dividend Comparison
AAETX's dividend yield for the trailing twelve months is around 6.42%, less than ANWPX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAETX American Funds 2030 Target Date Retirement Fund | 6.42% | 6.33% | 3.73% | 2.69% | 4.39% | 6.47% | 3.57% | 3.95% | 4.46% | 2.46% | 3.46% | 5.52% |
ANWPX American Funds New Perspective Fund Class A | 6.94% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
AAETX vs. ANWPX - Drawdown Comparison
The maximum AAETX drawdown since its inception was -49.49%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for AAETX and ANWPX.
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Drawdown Indicators
| AAETX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.49% | -52.34% | +2.85% |
Max Drawdown (1Y)Largest decline over 1 year | -6.53% | -11.75% | +5.22% |
Max Drawdown (5Y)Largest decline over 5 years | -21.01% | -34.45% | +13.44% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -34.45% | +12.08% |
Current DrawdownCurrent decline from peak | -4.56% | -8.73% | +4.17% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -8.13% | +1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.54% | 2.89% | -1.35% |
Volatility
AAETX vs. ANWPX - Volatility Comparison
The current volatility for American Funds 2030 Target Date Retirement Fund (AAETX) is 3.47%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.24%. This indicates that AAETX experiences smaller price fluctuations and is considered to be less risky than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAETX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 6.24% | -2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 5.56% | 10.32% | -4.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.10% | 17.02% | -7.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.72% | 17.15% | -7.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.66% | 17.77% | -7.11% |